For customers - Terms and conditions supplement for the AJ Bell Investcentre SIPP. We're always here to help, so if your personal circumstances mean you need some extra support, please contact us to discuss the services you need. Bulk Data user assign this role to a user with firm or branch level access if you want them to be able to download files to view. Please contact Curtis Banks. Theres no limit to the number of funds you can add. Your Unipass Certificate may not be valid - for example its expired. Here you can find estimated processing times for some of our common processes on the Aegon Platform, Aegon Retirement Choices (ARC), One Retirement and Nationwide Building Society. Aegon SIPP record of payments due form (PDF - 84KB). A branch panel is set up by your firm for use across the company. For information about a specific fund, please contact us. For customers - Use this form to top up an existing Aegon Junior ISA ('Aegon JISA') on behalf of a child who is under 18 and living in the UK, or if you are the child aged between 16 and 18 and have applied to become the registered contact and your application has been accepted. Sign in to the Aegon Platform to set up and manage regular contributions online. For customers - Use this form to give us authority to proceed with a transfer into an Aegon SIPP. Total number of appointments 4 Date of birth January 1960. Can I make additional contributions to my clients ReAssure Portfolio Plus Pension or SIPP online? Aegon Head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands. SC144517) registered in Scotland, registered office: Edinburgh Park, Edinburgh EH12 9SE, and Cofunds Limited, Registered in England and Wales No.03965289, registered office: Level 26, The Leadenhall Building, 122 Leadenhall Street, London, EC3V 4AB. What income distribution option does my client have if they're taking regular withdrawals? Use this form to transfer a pension not in drawdown into an existing Cofunds Pension Account. For customers - Use this form to set up an Aegon SIPP and take full or partial immediate drawdown. If someone does this, from then on they're subject to a lower annual allowance threshold for new money purchase savings into their pension(s). We'll apply any base rate changes within one working day. You can view these online or if you want you can export and print them. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. If there are any problems, we'll contact you. No, Letter of authorities are applied to accounts for information purposes only. After each benefit crystallisation event, we send your client a statement with these details. Confirmation of verification of identity form - Aegon Platform (PDF - 157KB). Can I change my clientsDirect Debit details online for payment of charges? Can my client pay the initial adviser charge by Direct Debit? Select More options on your client's product summary and then select Drawdown. View your client's product summary and select theRegulars tab. Your firm administrator can set up access for you. Use thid form to set up a Direct Debit mandate to make regular contributions to their Cofunds Pension Account. We'll calculate interest on a daily basis and we'll pay any interest due monthly into your cash facility after deduction of basic rate tax where applicable. The factor increases their lifetime allowance and takes account of the fact that the pension credit will already have been tested against the original members lifetime allowance when the benefits were taken. If you have a question about your account or product, or want to get in touch, we're here to help. Can my client pay charges from theirAegon General Investment Account (GIA)? Can I make regular contributions online for my clientsReAssure Portfolio Plus Pension or SIPP? Where a nine digit account number starts with a six, use the last eight digits of the account number only: 612345678: 12345678: Other banks as appropriate: Where a seven digit account Your client can take regular withdrawals if theyre only invested in accumulation funds. Your client can add the provider throughtheir online banking account. For customers - Use this form to top up your existing Aegon ISA. Can I carry out regular contribution transactions online for my clients Cofunds Pension Account? Instructions for submission are on the form: Investment funds to a junior investment ISA (pdf), Junior investment ISA transfer application form (pdf), Junior investment ISA transfer authority (pdf), Child trust fund to junior investment ISA transfer application (pdf). The income distribution choice has to be set individually for each product your client has. Aegon is a brand name of both Scottish Equitable plc (No. Aegon SIPP terms and conditions (PDF - 235KB). Yes, your client can move assets held within their GIA to their ISA. AEGON UK PLC (03679296) COFUNDS LIMITED (03965289) Company status Active Correspondence address Level 26, The Leadenhall Building, 122 Leadenhall Street, London, United Kingdom, United Kingdom, EC3V 4AB AEGON UK INVESTMENT HOLDINGS LIMITED (12884313) Company status Aegon SIPP record of payments due (PDF - 87KB), For employers - Use this form to set up member contributions to an Aegon SIPP, Aegon Self Invested Personal Pension (Aegon SIPP) pack (PDF - 255kb). Yes, you can add these as an individual single or monthly contributions. The funds that are available for you to select from depends on the advice basis for the transaction. For customers - Use this form totransfer a JISA from another provider onto the Aegon Platform. Any changes you make to your clients regular contribution may mean that the automatic rebalancing strategy previously set up is no longer relevant. If this is the case, our team will be in touch. 2nd Floor, Fitzalan House You can enter an amount above the annual allowance when adding contributions, however, you need to consider your client's individual circumstances including: If you'd like more information, visit our Technical Zone. Log in. Some users may choose to manually upload the files to a third-party system. You have the choice of taking the charge from the contribution, like a SIPP, or on top of the contribution. Use this form to allow the purchase of an open market option annuity using a Cofunds Pension Account. For GIA and ISA We always pay consolidated natural income to your client's bank account. Aegon SIPP benefit crystallisation event application form (flexi-access drawdown). For investors - Bare Gift Trust deed (PDF - 77KB). On the product summary screen, you can select Manage regular contributions from More options or by viewing the Regular contributions tab. We understand this is a difficult time and want to make the next steps as simple as possible. Adviser bulk transfer request (PDF - 137KB). All products on the Aegon Platform have their own cash facility. Regular investment strategy instruction (for third party pension products) (PDF - 155kb), Aegon Platform - SIPP and GIA charges guide (PDF - 225KB). Confirmation of verification of identity (non-private individual) - CPA (PDF - 100KB). CPA drawdown transfer request (PDF - 118KB). For security reasons, the activation code we send you expires after 24 hours. For new payments or requests where bank details have changed, we may ask you to provide bank verification in the form of an original or certified copy of a bank statement so we can make sure that were making payment to the correct account. For customers - Use this form to set up a regular withdrawal from a Suffolk Life Master SIPP on the Aegon Platfrom. Ifyour firm administrator cant help you, please contact us using webchat. And by bringing savings together, your clients could benefit from lower charges and take control of theirinvestments in one place. For customers - Use this form to either grant authority for an adviser to access information about your products or to appoint a new adviser to service your products. Inheritable ISA allowance transfer authority (PDF - 34KB). A redirect to their mobile phone or tablet where they can authorise the debit card payment from within their banking app. Well invest the balance of the contribution, after payment of initial adviser charge, into the product. We have grouped together answers to a number of FAQs relating to Aegon's shares, funding and performance. For executors and administrators -We've created this guide to help you manage GIAs and ISAs held with us. Aegon General Investment account - Application forms, Aegon General Investment Account top up form (PDF - 68KB). CPA investment transfer schedule (PDF - 43KB). Training and resources Use this form to allow a Cofunds Pension Account investor to an UFPLS payment from their Cofunds Pension Account. No. Typically, your request will be live on our system once we receive the funds and/or any forms. It allows you to sign in to multiple websites within the financial services industry on any device. Once youre signed in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. You can't carry out these transactions online. What do I do if my mobile number and/or smart device used for sign in verification has changed? For financial advisers - Use this form to verify the identity of any private or non-personal customer. Re-registration authority form - GIA (PDF - 34KB). For financial advisers only - Use this form to capture the customer details needed to create a Aegon Sipp illustration. Sorry, youre not able to carry outthis transaction online. Look at our training guides to get started. Your client can call their bank or building society and ask for the provider to be marked as safe. Registered address: 15 Fetter Lane, London, EC4A 1BW 15 Fetter Lane, London, EC4A 1BW Phone: +44 (0)20 3416 9143 Email: funds@dowgate.co.uk Fund Characteristics: Please contact us to get details of the regular contributions or to amend them. Get Derek Stabb's email address (d*****@rowan-dartington.co.uk) and phone number at RocketReach. For investors - Discretionary Trust Deed (PDF - 104KB), For investors - Discretionary Loan Trust deed (PDF - 526KB), Adviser charges payment instruction (PDF - 31KB). Alternatively, you can email them at reassuresipp@mercer.com or write to them at the following address: You can manage income separately once the top up is complete. For customers - Use this form to confirm the details of an individual for tax purposes. Alternatively, you can email them at reassuresipp@mercer.comor write to them at the following address: Can I top up my clients maxi ISA, mini ISA or PEP? Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). Aegon's existing platform and Cofunds have limited overlap in terms of distribution. This Loan Agreement is presented as a draft only. Contact; Contact us. You'll need to, Your account is locked. Withdrawal from an Aegon GIA to be paid as an additional permitted subscription into an Aegon ISA (PDF - 66KB). AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). You can't carry outthis transaction online for your clients Cofunds Pension Account. For customers - Use this form to apply to take pension fund as a small pots lump sum. If clients select online as their preference, they'll be able to securely access documents that are online from their Aegon Dashboard document store. Recurring switch from cash instruction (PDF - 160KB). If you'd like to change previously selected options, please complete our Investment strategy instruction. For customers - Terms and conditions supplement for the Canada Life Bond (Ireland). For regular contribution transactions, please complete theSuffolk Life self-invested pensions regular investment and amendment form. favor account suspended, Outthis transaction online for payment of initial adviser charge by Direct Debit mandate to make regular contributions my! And want to get in touch, we 'll apply any base rate changes within one working day regular... Isa ( PDF ), like a SIPP, or on top of the contribution, a... Selected options, please contact us charges and take control of theirinvestments in one place regular. 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Make additional contributions to their ISA you have a question about your Account product...
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